tradetally  by GeneBO98

Data-driven trading journal and analytics platform

Created 11 months ago
262 stars

Top 96.9% on SourcePulse

GitHubView on GitHub
Project Summary

The following is the generated markdown brief:

Summary TradeTally is an advanced trading journal and analytics platform designed to help traders dominate with data by tracking performance, analyzing patterns, and gaining insights across multiple brokers. It serves as a comprehensive alternative to platforms like TraderVue, offering detailed trade logging and actionable intelligence to improve trading strategies. The platform targets individual traders, including day traders, swing traders, and options/futures specialists, seeking to understand and refine their performance.

How It Works Built on a Node.js backend with PostgreSQL and a Vue.js 3 frontend, TradeTally facilitates multi-broker trade import and analysis. Its core approach involves specialized analytics for options and futures, real-time market data integration, and interactive trade visualizations. A key differentiator is its AI-powered analytics, leveraging Google Gemini for personalized recommendations, alongside behavioral analytics such as revenge trading detection and overconfidence tracking.

Quick Start & Requirements

  • Primary Install/Run: Docker: docker pull potentialmidas/tradetally:latest then docker run -d -p 80:80 potentialmidas/tradetally:latest. Local development requires pnpm for dependency management, followed by pnpm install, pnpm --dir backend run dev, and pnpm --dir frontend run dev.
  • Prerequisites: pnpm for local development. A Finnhub.io Basic plan is required for full feature access (real-time quotes, advanced charts, sector analysis); a free tier is available with limitations.
  • Links: Live Demo: tradetally.io, Documentation: docs.tradetally.io, Forum: forum.tradetally.io, GitHub: GeneBO98/tradetally.

Highlighted Details

  • Supports trade import from numerous brokers including Lightspeed, Charles Schwab, ThinkorSwim, IBKR, E*TRADE, Webull, and more.
  • Offers full support for options and futures contracts with specialized analytics and Greeks tracking.
  • Features AI-Powered Analytics (Google Gemini) for personalized trading recommendations and pattern recognition.
  • Includes "Pro" features like Behavioral Analytics (revenge trading, overconfidence) and Health Correlations (sleep, exercise impact on P&L).
  • A native iOS application is available, offering full feature parity with the web platform.

Maintenance & Community

  • Community: An active forum is available at forum.tradetally.io. Bug reports and feature requests can be submitted via GitHub Issues.
  • Contributors/Sponsorships: Not explicitly detailed in the README or browsed pages.

Licensing & Compatibility

  • License: Described as "open source software" and available for self-hosting with all "Pro" features included, but no specific license type (e.g., MIT, GPL, Apache) is explicitly stated in the provided documentation.
  • Compatibility: The self-hosted option provides complete control over data and no subscription fees, making it suitable for privacy-conscious users or teams. The lack of a specified license may impact commercial use or integration into closed-source projects.

Limitations & Caveats Full access to advanced features like real-time quotes, advanced charts, and sector analysis requires a Finnhub.io Basic plan. Additionally, features designated as "Pro" (e.g., Behavioral Analytics, Health Correlations) may involve tiered access or specific setup. The absence of a clearly stated open-source license type is a significant caveat for adoption, particularly in commercial contexts.Summary TradeTally is an advanced trading journal and analytics platform designed to help traders dominate with data by tracking performance, analyzing patterns, and gaining insights across multiple brokers. It serves as a comprehensive alternative to platforms like TraderVue, offering detailed trade logging and actionable intelligence to improve trading strategies. The platform targets individual traders, including day traders, swing traders, and options/futures specialists, seeking to understand and refine their performance.

How It Works Built on a Node.js backend with PostgreSQL and a Vue.js 3 frontend, TradeTally facilitates multi-broker trade import and analysis. Its core approach involves specialized analytics for options and futures, real-time market data integration, and interactive trade visualizations. A key differentiator is its AI-powered analytics, leveraging Google Gemini for personalized recommendations, alongside behavioral analytics such as revenge trading detection and overconfidence tracking.

Quick Start & Requirements

  • Primary Install/Run: Docker: docker pull potentialmidas/tradetally:latest then docker run -d -p 80:80 potentialmidas/tradetally:latest. Local development requires pnpm for dependency management, followed by pnpm install, pnpm --dir backend run dev, and pnpm --dir frontend run dev.
  • Prerequisites: pnpm for local development. A Finnhub.io Basic plan is required for full feature access (real-time quotes, advanced charts, sector analysis); a free tier is available with limitations.
  • Links: Live Demo: tradetally.io, Documentation: docs.tradetally.io, Forum: forum.tradetally.io, GitHub: GeneBO98/tradetally.

Highlighted Details

  • Supports trade import from numerous brokers including Lightspeed, Charles Schwab, ThinkorSwim, IBKR, E*TRADE, Webull, and more.
  • Offers full support for options and futures contracts with specialized analytics and Greeks tracking.
  • Features AI-Powered Analytics (Google Gemini) for personalized trading recommendations and pattern recognition.
  • Includes "Pro" features like Behavioral Analytics (revenge trading, overconfidence) and Health Correlations (sleep, exercise impact on P&L).
  • A native iOS application is available, offering full feature parity with the web platform.

Maintenance & Community

  • Community: An active forum is available at forum.tradetally.io. Bug reports and feature requests can be submitted via GitHub Issues.
  • Contributors/Sponsorships: Not explicitly detailed in the README or browsed pages.

Licensing & Compatibility

  • License: Described as "open source software" and available for self-hosting with all "Pro" features included, but no specific license type (e.g., MIT, GPL, Apache) is explicitly stated in the provided documentation.
  • Compatibility: The self-hosted option provides complete control over data and no subscription fees, making it suitable for privacy-conscious users or teams. The lack of a specified license may impact commercial use or integration into closed-source projects.

Limitations & Caveats Full access to advanced features like real-time quotes, advanced charts, and sector analysis requires a Finnhub.io Basic plan. Additionally, features designated as "Pro" (e.g., Behavioral Analytics, Health Correlations) may involve tiered access or specific setup. The absence of a clearly stated open-source license type is a significant caveat for adoption, particularly in commercial contexts.

Health Check
Last Commit

16 hours ago

Responsiveness

Inactive

Pull Requests (30d)
3
Issues (30d)
23
Star History
41 stars in the last 30 days

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